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AMS360 assessment

Expert insights to drive your agency’s success

discover your agency's potential with an Ams360 assessment

Whether your agency just migrated to AMS360 or you have been using it for years, conducting a comprehensive assessment of your agency’s AMS360 utilization can yield immense value. A thorough assessment can help your agency identify areas for improvement, streamline workflows, and enhance data accuracy and integrity. By addressing inefficiencies, you can in turn increase profitability, drive efficiency, and stay up to date with industry best practices. 

The assessment results can help your agency make more informed business decisions, maximize your AMS360 system’s potential, and prepare for future growth. 

Kite Technology's AMS360 Assessment Process

An experienced lead consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues. The assessment will be conducted in 4 parts:

1.  Discovery Conversation

A lead consultant will conduct a conference call with your agency’s leadership and subject-matter experts from your agency to understand:

  • An overview of your agency operations

  • Lines of business (commercial P&C, personal P&C benefits, etc.), verticals, and target markets

  • Organization structure, key team members and roles within your agency

  • Integrations and third-party tools you are using or plan to implement

  • Pain points and challenges that must be addressed to meet your business objectives

2.  AMS360 Data and Configuration Deep Dive

The lead consultant will review your AMS360 database*, audit your transaction activity, and execute various AMS360 system reports* to determine:

  • In-depth review of more than 60 data points including:
    • Key configuration settings
    • Numerous reports
  • Typical workflows
  • Data and process issues
  • Consistency of your processes across team members
  • Alignment with best practices

* Agency will need to provide a log in with enterprise admin access to AMS360

3.  Presentation of Findings and Recommendations

The lead consultant will conduct a conference call with leaders and invited team members to review findings and recommend next steps. Findings will include a breakdown of both strengths and areas of opportunity across various aspects of your AMS360 implementation including:

  • Configuration
  • Activities and events
  • Accounting
  • Third-Party Integration Opportunities

The recommended next steps will include a detailed proposal outlining a planned approach for deriving the most value the quickest. Depending on findings, recommendations will include a combination of various activities such as:

  • Configuration changes
  • Workflow design and/or documentation

4.  Proposal and Documentation

After the presentation, the agency leadership will be provided with the following deliverables electronically:

  • Summary document of the assessment findings

  • Video recording of the Presentation of Findings and Recommendations

  • Formal proposal for recommended next steps

We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.

kite technology can help you unlock your agency's full potential

Take the first step towards unlocking the full potential of your AMS360 system and workflows with an AMS360 Assessment. Contact us today to learn more!

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.